Real estate fund managers bet on ‘vaccination effect’
Today’s edition of Valor Econômico brings a report with the evaluation of several managers on the real estate fund market. Bruno Nardo, partner at RBR Asset and portfolio manager of the manager’s listed funds/multi-strategy area, comments that there are still opportunities and some assets even offer a premium above the historical average, but the analysis needs to be judicious.
“The credit sector is the most defensive to be positioned, because we will have a macro context of choice next year associated with still resilient inflation,” he adds.
For him, the main opportunities are in the medium and long-term horizon, while some sectors most affected by the pandemic, such as shopping malls, may take longer to recover.
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